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759 hedge funds and large institutions have $29B invested in FedEx in 2013 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 324 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $24.7B → $29B (+$4.24B)

3% more funds holding

Funds holding: 738759 (+21)

1.54% more ownership

Funds ownership: 78.56%80.1% (+1.5%)

13% less call options, than puts

Call options by funds: $703M | Put options by funds: $812M

31% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 324

Holders
759
Holders Change
+21
Holders Change %
+2.85%
% of All Funds
24.61%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.78%
New
84
Increased
224
Reduced
324
Closed
57
Calls
$703M
Puts
$812M
Net Calls
-$109M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$95.1M +$1.02M +9,493 +1%
Jennison Associates
52
Jennison Associates
New York
$88.7M -$72.2M -669,406 -46%
Invesco
53
Invesco
Georgia
$84.8M -$1.1M -10,182 -1%
TA
54
Teachers Advisors
New York
$83.7M +$17.8M +164,641 +29%
Renaissance Technologies
55
Renaissance Technologies
New York
$83M +$43.1M +398,900 +121%
Wells Fargo
56
Wells Fargo
California
$82.2M -$19.3M -179,125 -20%
BA
57
BlackRock Advisors
Delaware
$80.7M +$119K +1,106 +0.2%
H
58
Hexavest
Quebec, Canada
$77.4M +$654K +6,063 +0.9%
U
59
UBS
Switzerland
$77.1M +$2.67M +24,704 +4%
PC
60
Paulson & Co
New York
$73.8M +$69.8M +646,800 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$71.4M -$711K -6,584 -1%
MAA
62
Managed Account Advisors
New Jersey
$70M -$4.6M -42,593 -6%
BlackRock
63
BlackRock
New York
$66.7M -$8.82M -81,707 -12%
LCM
64
Lakewood Capital Management
New York
$66.2M -$971K -9,000 -2%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$65.7M +$283K +2,619 +0.5%
PRO
66
Pensioenfonds Rail & OV
Netherlands
$65.1M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$65M +$1.89M +17,549 +3%
SONJCPFA
68
State of New Jersey Common Pension Fund A
New Jersey
$63.9M -$32.4M -300,000 -35%
RFS
69
Rockefeller Financial Services
New York
$62.9M -$4.73M -43,845 -7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$61.1M -$2.01M -18,663 -3%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$60.9M -$666K -6,174 -1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$58.2M +$11.3M +104,584 +26%
FMI
73
Factory Mutual Insurance
Massachusetts
$57.6M -$12.2M -113,000 -18%
BIM
74
BlackRock Investment Management
Delaware
$57.5M +$990K +9,175 +2%
PPA
75
Parametric Portfolio Associates
Washington
$57.4M +$2.77M +25,624 +5%

FDX Hedge Fund Activity: Q3 2013 in Review

759 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2013, worth a combined $29B — up 17% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FDX positions and 57 closed out — a net gain of 27 holders — while 224 added to existing stakes and 324 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $216M. The largest seller was Marketfield Asset Management, cutting an estimated $115M.

  • 759 institutional investors held FedEx (FDX) as of Q3 2013, up from 738 in Q2 2013.
  • Funds reported $29B of FedEx stock for Q3 2013, up 17% quarter-over-quarter.
  • 84 funds opened new FedEx positions in Q3 2013 and 57 closed out, a net change of +27 holders.
  • The largest FedEx buyer in Q3 2013 was Third Point, an estimated $216M added.
  • The largest FedEx seller in Q3 2013 was Marketfield Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.